CRM2013 - best practice to update 'donotemail' & 'donotbulkemail' fields when using third party app to manage emailling campaigns

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Posted on by sn1b

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Dear community member,

First of all, I would like to know how other CRM administrators are doing (chat kind of technology/solution) to send emailing campaigns.

My issue is that our marketing department is sending newsletter using online email marketing solutions and I'm asked, based on .csv files they provided to me containing email status results (hard bounced / soft bounced) to update a custom drop down list and default crm check box fields: 'donotemail', 'donotbulkemail'.

First of all, I tried to do it with excel import/export, but it seems not possible as the .csv file e.g. containing emails that are not reachable anymore cannot be kind of "merged" with a crm export of all contacts with those required fields present to update them.

I'm quite lost and it will be a waste of time for me, each time that someone unsubscribe, to make updates manually.

How to automate that process? What would be the best and easiest way to do it?

Best regards

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sn1b 2,190 on at

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Could someone help me please?

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Hosk on at

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You could create a new entity.

import the csv files and create new records for that entity with the fields in your csv file.

You could then trigger a workflow or plugin to update the correct records in CRM

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sn1b 2,190 on at

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Than you for this answer. Could you detail me how to do it?

What I understand is that:

1. I create a new entity with fields 'email' & 'status' (with values like 'email unreachable' to afterwards update the 'donotemail' field on contact page). But what type of field should I use for the status field?

2. For workflows, is it possible to update check-box fields from the contact page by using values of that entity I will create? and how?

Thank you

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Hosk on at

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Status fields are added automatically by CRM.

if the fields are YES/NO then you can make them two options and rename Yes and NO if you want.

You can use the values in a check box to do conditions (if statements) in the workflow and then update the contact field with different values

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sn1b 2,190 on at

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I'm currently trying to do it but it's currently not clear.

Let's say, I have 2 columns into my .csv file:

- 1 with the email address

- 1 with the bounce type (two values possible: "soft" or "hard")

I created an entity with 2 fields:

- 1 called 'email address' (text field)

- 1 called 'bounce type' (two options field)

I can import the .csv file into my new entity, but after that, it's really not clear how I should use this entity to update fields into another entity: in this case, the contact entity. I'm currently having a look at workflows, but can only select one entity when I create the workflow. How to I do to "compare" email addresses and if they match, to take the value of my new entity to update the 'donotemail' fields type.

Could you help me please?

Thank you

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sn1b 2,190 on at

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Hello,

I'm still working on it without finding a way for a marketing guy to update those fields on its own once he launched an emailing campaign.

How are other companies doing emailing campaigns?

Do they directly do them into CRM ? How does it work? They send newsletter from CRM and the exchange server is handling it? But in this case, you will never have reports on soft/hard bounced returned emails?

I just want to update those marketing emai related fields!

Please, let me know how others are doing, or if there is an easy way to do it, something I missed that is already included into CRM.

Thanks!

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Hosk on at

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Usually when you want people to update a lot of CRM contacts, you export the contacts they want to update and tick the button which says

Make this data available for re-importing by including the required column headings

Then the users can update the values and you can just reimport the file and it updates the relevant files

maybe you could do this or combine the data you have with this file to allow you to reimport and update the correct contacts.

The other way would be you create a console app to take your file and update the right contacts

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sn1b 2,190 on at

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could someone provide me with some alternatives? thank you

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I do the same task and do what Ben describes. Export all contact data - sometimes in 2 sets as there's a 5k limit on the download

You have to unprotect the exported sheet. I then do some vlookups to find only the records I want to change: then I reimport

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sn1b 2,190 on at

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thank you

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